We are live on ! Find out more
NAII icon

Natural Alternatives International

26 hedge funds and large institutions have $19.9M invested in Natural Alternatives International in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% less funds holding

Funds holding: 2826 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

51.28% less ownership

Funds ownership: 80.05%28.77% (-51%)

92% less capital invested

Capital invested by funds: $252M → $19.9M (-$232M)

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.42M +$268K +27,015 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$4.61M -$136K -13,700 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.34M +$65.4K +6,600 +3%
Wells Fargo
4
Wells Fargo
California
$1.86M +$77.4K +7,812 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.42M +$839K +84,630 +146%
AG
6
Algert Global
California
$1.32M -$24.2K -2,440 -2%
BCM
7
Bridgeway Capital Management
Texas
$1.07M
WS
8
Wedbush Securities
California
$413K +$19.8K +2,000 +5%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$341K +$66.3K +6,690 +24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$239K +$14.9K +1,503 +7%
BlackRock
11
BlackRock
New York
$184K -$26K -2,626 -12%
Northern Trust
12
Northern Trust
Illinois
$178K -$6.46K -652 -4%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$167K
TC
14
TFS Capital
Pennsylvania
$143K +$142K +14,357 New
JIR
15
James Investment Research
Ohio
$62K +$991 +100 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$50K -$188K -18,993 -79%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$21K -$1.03K -104 -5%
IA
18
IFP Advisors
Florida
$20K
TWA
19
TCI Wealth Advisors
Arizona
$20K
UBS Group
20
UBS Group
Switzerland
$19K +$18.8K +1,898 New
PCM
21
Prelude Capital Management
New York
$8K -$20.1K -2,031 -73%
TRCT
22
Tower Research Capital (TRC)
New York
$6K -$13.7K -1,378 -69%
Morgan Stanley
23
Morgan Stanley
New York
$4K +$813 +82 +28%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$2K
Bank of America
25
Bank of America
North Carolina
$2K +$1.19K +120 +240%

NAII Hedge Fund Activity: Q2 2017 in Review

26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q2 2017, worth a combined $19.9M — down 92% from $252M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NAII and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Fidelity Investments, adding an estimated $839K. The largest seller was Credit Agricole, exiting entirely with an estimated $235M sold.

  • 26 institutional investors held Natural Alternatives International (NAII) as of Q2 2017, down from 28 in Q1 2017.
  • Funds reported $19.9M of Natural Alternatives International stock for Q2 2017, down 92% quarter-over-quarter.
  • 3 funds opened new Natural Alternatives International positions in Q2 2017 and 5 closed out, a net change of -2 holders.
  • The largest Natural Alternatives International buyer in Q2 2017 was Fidelity Investments, an estimated $839K added.
  • The largest Natural Alternatives International seller in Q2 2017 was Credit Agricole, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2017.